InfoPath Video Tutorial: Copy SharePoint tasks to InfoPath form fields

In this InfoPath video tutorial you'll learn how to use rules to copy data from a secondary data source of a SharePoint list to fields on an InfoPath form and then to the columns of a row in a repeating table on the InfoPath form.

In this InfoPath video tutorial, you learned…

  • How to add a data connection to a SharePoint list to an InfoPath form template.
  • How to bind an InfoPath repeating table to a Receive data connection of a SharePoint list (secondary data source).
  • How to use the current() function to select data from a row in a repeating table.
  • How to use conditional formatting and the userName() function to select only those SharePoint tasks that have been assigned to the current user.
  • How to use rules to copy data from a secondary data source of a SharePoint list to fields in a new row in a repeating table.
  • How to use conditional formatting to hide an empty row in a repeating table.

This solution is a sequel to the article Display SharePoint Tasks assigned to the current user in InfoPath and to the video Auto-populate InfoPath repeating table row on insert.

This solution presents a way to use rules (instead of code) to copy data from a repeating table bound to a secondary data source to a repeating table in the Main data source of an InfoPath form. If you want to use code, see Programmatically copy rows from a SharePoint list to a repeating node in the Main data source in InfoPath.

Data from a secondary data source is not stored in InfoPath forms, so the ability to copy data from a secondary data source to fields in the Main data source of an InfoPath form is particularly handy if you want to store data with an InfoPath form.

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Copyright: This article may not be used on web sites (whether personal or otherwise), copied, disseminated, altered, printed, published, broadcasted, or reproduced in any way without an expressed written consent of S.Y.M. Wong-A-Ton. The techniques demonstrated in this article may be used within any Microsoft InfoPath project. This article is provided without any warranties. Copyright for this article is non-transferrable and remains with the author, S.Y.M. Wong-A-Ton.

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